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Concurrent Session (Onsite and Online)

CU2312. What's Going on in M&A? Know Before You Acquire

Changes in business operations as a result of the pandemic, talent shortages, rising interest rates, and a liquidity crunch has created new challenges for credit unions. These circumstances have also provided opportunities for credit union partnerships and mergers. This session will include a panel of experts who have assisted credit unions successfully navigate the strategic merger process. Topics will include current trends in credit unions and bank acquisitions, member value proposition, common pitfalls and keys to success.

Learning Objectives:

  • Analyze current trends in credit unions and bank acquisitions
  • Determine common pitfalls and keys to success
CPE Credits
NASBA Field of Study
Specialized Knowledge
3-4 years in the profession